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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO2+ years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $35,088 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,171 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $594 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,214 | $36,916-10.0% | $156,551-78.8% | $57,658-42.4% |
| Participation rate | 76.4% | 63.4%+13.0pp | 84.0%-7.6pp | 70.2%+6.2pp |
| Annual return | 8.26% | 12.38%-4.1pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,663 | $1,571+5.9% | $5,501-69.8% | $1,974-15.8% |
| Participant deferral / active EE | $1,724 | $1,926-10.5% | $4,871-64.6% | $3,061-43.7% |
| Admin fee / account holder | $127 | $82+53.4% | $13,028-99.0% | $95+33.9% |